CA
GDV icon

Clearstead Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Clearstead Advisors’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-800
Closed -$21.7K – 2940
2025
Q3 		$21.7K Hold
800
– – ﹤0.01% 1611
2025
Q2 		$20.8K Hold
800
– – ﹤0.01% 1611
2025
Q1 		$19.3K Buy
+800
New +$19.6K ﹤0.01% 1433
2024
Q1 		– Sell
-1,000
Closed -$21.6K – 1573
2023
Q4 		$21.6K Sell
1,000
-1,000
-50% -$19.8K ﹤0.01% 926
2023
Q3 		$38.9K Buy
+2,000
New +$41.8K ﹤0.01% 924
2021
Q1 		– Sell
-1,000
Closed -$21K – 1141
2020
Q4 		$21K Buy
+1,000
New +$20K ﹤0.01% 620

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return